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Porter & Company CPAs
Tax Services

How We Work With You

Every client stands on the same foundation: accurate, on time returns. From there you choose how much planning you want. Pick the level that matches where you are.

Compliance / Clarity / Vision
2026
Compliance
Reports the past.
What do I owe.
Clarity
Shows the present.
Where do I stand.
Vision
Plans the future.
Where am I going.
Compliance
The foundation
Clarity
The picture
Vision
The path
Focus
The past.
The present.
The future.
The question it answers
What do I owe.
Where do I stand.
Where am I going.
Meetings with you
1 return debrief each year.
2 meetings each year. A projection in the fall or winter, and a debrief in the spring or summer.
Ongoing check ins throughout the year, plus your projection and debrief meetings.
Response time
Standard turnaround during filing season.
Priority turnaround year round.
Direct access to your Tax Manager, priority scheduling.
What it covers
Your filings and the transactions behind them.
Your current position, turning your numbers into decisions you can act on this year.
Your next several years, planned ahead instead of reacted to.
Your point of contact
First available team member. Deadline and filing confirmations.
A Tax Senior or Manager, assigned to you. Answers your questions and runs your 2 meetings.
A Tax Manager or above, assigned to you. Reaches out all year and owns the relationship.
Getting started
Setup and clear expectations.
Setup plus a strategy session in your first 30 days.
Setup plus a strategy session and a follow up, with frequent contact early on.
Pricing
Priced by the complexity of your return.
Your Compliance fee plus $995 semiannually.
Custom. A $5,000 planning fee plus a quarterly fee that covers your compliance work and your service all year.
Which level fits you
Choose Compliance
Your situation is steady. You want your returns filed correctly and on time, and you will call us if something changes.
Choose Clarity
You are starting to ask what comes next. You want to know where you stand before the year closes, not after, and you want it in writing.
Choose Vision
You are facing decisions that stretch across years: an entity change, an exit, building wealth, or a major life event. You want a plan and a partner you can reach any time.
How the levels work
Each level includes everything in the one below it. Compliance is the floor every client stands on. Planning is your choice, never a requirement.
How fees work
Fees stack the same way the levels do. You pay for the level below plus the added work of the one you choose. You always know the number before we start.
Moving between levels
You are not locked in. Most clients start at Compliance and move up as their situation grows. We will tell you when we think you have outgrown your level.
Next step
Not sure which level fits?
Book a short discovery call. We will walk through your situation and tell you which level makes sense, with no obligation.
Schedule a call
Porter & Company CPAs
MyTexasCPA.com
Our Clients’ Success Is Our Success